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Calvert Ultra-Short Investment Grade ETF

34 hedge funds and large institutions have $149M invested in Calvert Ultra-Short Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M -$6.74M -133,093 -6%
VFG
2
Valley Financial Group
Pennsylvania
$17.5M +$510K +10,073 +3%
LPL Financial
3
LPL Financial
California
$9.09M +$1.39M +27,430 +18%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$4.31M +$903K +17,819 +27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.36M +$768K +15,167 +30%
PAG
6
Private Advisor Group
New Jersey
$1.48M +$417K +8,232 +39%
Betterment LLC
7
Betterment LLC
New York
$1.03M +$801K +15,813 +358%
GLA
8
Good Life Advisors
Pennsylvania
$894K -$57.4K -1,134 -6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$805K +$422K +8,326 +110%
Citadel Advisors
10
Citadel Advisors
Florida
$640K +$640K +12,642 New
PA
11
Prism Advisors
California
$587K -$25.3K -500 -4%
PI
12
PFG Investments
New York
$556K +$253K +5,003 +84%
GRP
13
Global Retirement Partners
California
$499K +$499K +9,853 New
DAS
14
Dynamic Advisor Solutions
Arizona
$473K +$142K +2,807 +43%
NI
15
Natural Investments
California
$464K +$6.78K +134 +1%
SAM
16
Secure Asset Management
Michigan
$373K -$1.72K -34 -0.5%
AIP
17
Ameritas Investment Partners
Nebraska
$353K +$353K +6,970 New
GVAG
18
Great Valley Advisor Group
Delaware
$303K -$10.1K -200 -3%
RF
19
Rossby Financial
Florida
$297K +$197K +3,892 +197%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$284K
DJSG
21
D.J. St. Germain
Massachusetts
$270K -$140K -2,767 -34%
GWSG
22
GPS Wealth Strategies Group
Colorado
$251K -$213K -4,211 -46%
BIG
23
Brookwood Investment Group
Arizona
$225K +$9.47K +187 +4%
GIA
24
Gladstone Institutional Advisory
Florida
$219K
Jane Street
25
Jane Street
New York
$217K -$2.77M -54,668 -93%